Addepar

AI-powered wealth management platform for complex multi-asset portfolios

AI Finance & InvestingPaid

Addepar is a wealth management technology platform that aggregates and analyzes complex multi-asset class portfolios for family offices, RIAs, and private banks. Its AI-enhanced analytics provide performance attribution, risk analysis, scenario modeling, and custom reporting across all asset types including alternatives, private equity, and real estate. Addepar processes over $5 trillion in assets under management and integrates with hundreds of data feeds. Family offices managing diverse alternative investment portfolios, RIAs serving ultra-high-net-worth clients, and private banks seeking sophisticated analytics use Addepar for its depth of analytics across complex portfolio structures.

Key Features

• ✓Multi-asset aggregation
• ✓Performance attribution
• ✓Risk analysis
• ✓Custom reporting
• ✓$5T+ AUM